Migrate your Workbooks data

Organisations are Workbooks' company/account object. We extract all standard fields (name, address, industry, classification) plus custom fields defined on the Organisation record type. iFrame custom fields store only a URL reference and are exported as-is; file-upload fields are downloaded separately and linked by filename.

People records hold individual contacts linked to an Organisation via the 'Organisation' lookup field. We preserve the link during migration and map People to Contacts, Leads, or Person objects in the destination CRM depending on its data model.

Opportunities in Workbooks represent deals in a pipeline with stage, probability, and value. We extract all stage history, owner assignment, and expected close date. Probabilities are preserved as a custom numeric field if the destination does not support native stage-level probability.

Cases are Workbooks' ticketing and issue-tracking object. We extract case status, priority, assigned user, related Organisation, description, and all case activities. Open cases and resolved cases are migrated with their full history intact.

Quotations contain a header (related Organisation, owner, validity date) and line items (product, quantity, price, discount). We map line items to destination quote-line or opportunity product records. Custom pricing rules and discount structures require explicit field mapping because they vary by deployment.

Invoices are available on the Business tier and above. We extract invoice header data, line items, payment status, and credit note associations. Attachments stored against invoices are downloaded and re-attached at the destination.

Orders are tied to an Organisation and quotation. We extract order headers, line items, and status. Order-to-invoice linkage is preserved as a reference note if the destination does not support native order chaining.

Activities represent logged calls, emails, meetings, and tasks linked to an Organisation or Person. We extract activity type, date, duration, subject, description, and owner. Activity history is bulk-exported to preserve the engagement timeline.

Campaigns track marketing initiatives and their associated leads. We extract campaign name, status, start/end dates, and associated lead and person memberships. Campaign response data is migrated as campaign member records or notes depending on destination schema.

Workbooks Lead records hold pre-conversion prospect data. We extract lead source, status, rating, and assigned owner. Leads are mapped to the destination Lead or Contact object; the original Lead status is stored as a custom property in the destination.

Workbooks supports custom fields of types text, number, date, dropdown, checkbox, file upload, and iFrame. We map each custom field by name and type. File-upload fields require separate binary extraction; iFrame fields export as URL strings only.

Contract records on the CRM or Business tier hold agreement details, related Organisation, start/end dates, and renewal terms. We extract contract metadata and any attached documents. Renewal reminders and SLA terms are not migratable and must be rebuilt at the destination.